Client Administrative Services Manager

At INTRUST Bank, 10 character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each other, are why we give back to communities, and inform how we shape our goals as a company. These character qualities are our tradition, and we bring them to life each day.

Your career is important to you, which makes it important to us. At INTRUST you’ll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If you’d like to find a place of work where you’re appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role.

A modern benefits approach:  To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being.

• Competitive pay
• Generous time off
  • Employees receive three weeks of paid vacation plus 11 paid holidays each year.
  • Paid time off to volunteer in the community.
  • Paid employee and family sick leave – two weeks upon hire with monthly accruals.
  • Paid parental leave.
• 401(k) plan with 6% employer match and 100% immediately vested.
  • 3% non-elective company contribution; non-elective contribution vested after 3 years of service.
• Career growth and development resources
• Tuition reimbursement for full-time and part-time employees enrolled in any degree program.
• Banking benefits
• Medical, dental, and vision insurance

Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details.

Job Summary: Responsible for direction and management of Wealth and Trust Administrators and Assistants. Develops procedures to ensure compliance and timely accurate workflow. Resolves client issues. Ensures that Administrators are providing consistent support to Advisors and following procedures as directed. Helps promote and execute INTRUST Premier, Wealth and Trust initiatives. Responsible for ensuring the successful implementation of initiatives and projects to support the department and/or business unit. Establishes work processes for team members and ensures a high-level of customer service is delivered and promotes and fosters teamwork across all areas of INTRUST. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Maintains strict standards of confidentiality and perform duties in a manner supporting INTRUST’s Character Qualities.

Essential Functions: All expectations described in the job description’s essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.

• Effectively manage others by consistently applying INTRUST’s supervisor and manager expectations: relationship management; feedback; coaching and development; establishing effective work culture expectations; critical thinking; business acumen; and resource management. 

• Provides oversight to Administrators and Assistants on day-to-day trust and investment activities.

• Collaborate with entire advisory team in all aspects of the client relationship, client experience and segmentation to ensure administrators and assistants are meeting all team and client needs.

• Help implement policies and procedures used by administrative team and hold the team accountable to ensure operations comply with the organizations policies and legal regulations. 

• Foster and encourage a team approach and cooperation among team members by addressing and mediating conflicts to maintain a positive work environment.

• Ensure team members have the necessary resources, tools, and support to perform daily responsibilities.

• Effectively communicate within the team and amongst other departments while serving as a representative for the team to management and other stakeholders.

• Manage and lead the team through changes and help the group adapt effectively. 

Education and Experience: Bachelor’s degree in area of business and related field with 5-10 years management experience. Wealth management services, trust administration and/or investment management experience a plus, but not required. 

Required Skills and Knowledge:  Excellent client communication skills, both written and oral are a must. Knowledge of federal/state affirmative action and equal employment laws/regulations. Ability to effectively manage multiple tasks in a business setting.

Required Licenses and/or Certifications: Any